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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in banking operations, including processing checks, wire transfers, and ACH transactions, while adhering to regulatory requirements and operational workflows. Proficient in identifying transaction exceptions and collaborating with cross-functional teams to ensure timely and accurate resolutions.
Highest-signal resume keywords
Banking OperationsTransaction ProcessingFINRA SIE LicenseSeries 99 LicenseOperational Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingOperational Workflow ImprovementException ManagementRegulatory ComplianceSelf-ReviewData AnalysisFinancial Services OperationsClient CoordinationDocumentation AccuracyTimeliness
Soft Skills
Professional CommunicationTeam CollaborationProblem SolvingAttention to DetailAdaptability
Tools & Technologies
Apex Clearing SystemsExcelOperational Reporting Tools
Certifications & Qualifications
FINRA SIE LicenseSeries 99 License
Industry Keywords
Banking OperationsFinancial ServicesACH TransactionsWire TransfersChecks ProcessingCross-Functional TeamsService Level AgreementsRisk ManagementComplianceSOPs
About the role
Key responsibilities & impact- Execute day-to-day banking operations with an emphasis on accuracy and timeliness, including the processing of checks, wire transfers, and ACH transactions in accordance with Apex policy and within required processing windows
- Identify transaction exceptions and escalate to management as appropriate; partner with cross-functional teams (AML, Legal, Risk, Client Services) to resolve exceptions within required timeframes, documenting all exception notes per established procedures
- Follow Apex Banking SOPs and applicable regulatory requirements consistently across all transactions; seek guidance on non-standard situations and flag discrepancies or documentation gaps to senior team members
- Identify and propose refinements to current operational workflows to improve efficiency and reduce risk; participate in implementation of approved process improvements under senior guidance
- Perform self-review of own work prior to submission; assist with the daily completion of supervisory checklist items, ensuring all required tasks, approvals, and signoffs are documented accurately and on time
- Respond to routine and ad hoc requests from clients and internal teams (Client Services, Compliance, Risk etc.) in a timely and professional manner; assess urgency, gather required information, and coordinate with appropriate teams to ensure accurate resolution within agreed service level agreements (SLAs), escalating complex matters as appropriate
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Business Administration, or a related field; or equivalent professional experience
- Minimum 2 years of experience in financial services operations
- FINRA SIE and Series 99 License(s) required (or willingness to obtain within a defined timeframe)
- Comfortable working U.S. hours (night shift) in a remote environment
- Preferred Qualifications: Experience in banking operations with a focus on checks, wire transfers, and ACH transactions within a clearing firm or broker-dealer setting
- Familiarity with Apex Clearing systems or equivalent back-office platforms
- Proficiency in Excel and operational reporting tools
Benefits
Comp & perks- healthcare benefits (medical, dental and vision, EAP)
- competitive PTO
- 401k match
- parental leave
- HSA contribution match
- paid subscription to the Calm app
- generous external learning and tuition reimbursement benefits
- hybrid work schedule